AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$716K
3
+$482K
4
PNR icon
Pentair
PNR
+$323K
5
VOD icon
Vodafone
VOD
+$305K

Top Sells

1
+$721K
2
+$344K
3
+$310K
4
APA icon
APA Corp
APA
+$278K
5
GILD icon
Gilead Sciences
GILD
+$240K

Sector Composition

1 Healthcare 15.02%
2 Financials 12.83%
3 Industrials 12.67%
4 Technology 10.71%
5 Consumer Staples 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.9%
38,871
+52
27
$2.3M 0.89%
17,844
+320
28
$2.23M 0.86%
24,801
-939
29
$2.06M 0.8%
26,234
-70
30
$2.03M 0.79%
47,988
-175
31
$2.01M 0.78%
69,078
+10,472
32
$1.88M 0.73%
47,482
-1,515
33
$1.88M 0.73%
79,370
-1,589
34
$1.87M 0.73%
56,490
-328
35
$1.84M 0.71%
44,700
36
$1.8M 0.7%
22,299
-188
37
$1.78M 0.69%
20,652
-440
38
$1.77M 0.69%
17,238
-147
39
$1.77M 0.69%
1,203
-19
40
$1.75M 0.68%
49,636
41
$1.75M 0.68%
39,450
-1,794
42
$1.69M 0.65%
53,179
-2,241
43
$1.65M 0.64%
18,835
-550
44
$1.61M 0.62%
32,320
-1,520
45
$1.6M 0.62%
41,080
+200
46
$1.55M 0.6%
15,963
-399
47
$1.55M 0.6%
98,886
-4,850
48
$1.48M 0.57%
9,733
-314
49
$1.48M 0.57%
20,463
-80
50
$1.42M 0.55%
32,334
-369
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2
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